Gryphon Financial Partners’s Plains All American Pipeline PAA Stock Holding History

Gryphon Financial Partners’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,620	Closed	-$82K	–	160
2020 Q3	$82K	Sell	13,620 -7,383	-35%	-$55K	0.02%	148
2020 Q2	$186K	Sell	21,003 -5,026	-19%	-$42.7K	0.06%	123
2020 Q1	$138K	Buy	26,029 +8	+0%	+$110	0.05%	137
2019 Q4	$478K	Buy	26,021 +7,025	+37%	+$129K	0.12%	89
2019 Q3	$394K	Sell	18,996 -969	-5%	-$21.9K	0.11%	95
2019 Q2	$486K	Buy	19,965 +354	+2%	+$8.45K	0.14%	81
2019 Q1	$480K	Sell	19,611 -109	-0.6%	-$2.58K	0.14%	80
2018 Q4	$395K	Sell	19,720 -6,351	-24%	-$145K	0.1%	137
2018 Q3	$652K	Buy	26,071 +17,577	+207%	+$442K	0.19%	61
2018 Q2	$201K	Sell	8,494 -225	-3%	-$5.42K	0.09%	78
2018 Q1	$192K	Buy	8,719 +419	+5%	+$9.22K	0.1%	83
2017 Q4	$171K	Buy	+8,300	New	+$169K	0.1%	92

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gryphon Financial Partners's PAA Position: Q4 2020 in Review

Gryphon Financial Partners sold out of Plains All American Pipeline (PAA) in Q4 2020, closing a stake of 13,620 shares — an estimated $82K sold.

Gryphon Financial Partners first reported a position in PAA in Q4 2017 and held it in 12 quarters. The position peaked at $652K in Q3 2018. 349 funds tracked by Wall St. Rank hold PAA as of Q4 2020.

Gryphon Financial Partners reported no remaining Plains All American Pipeline position as of Q4 2020 after selling out during the quarter.
Gryphon Financial Partners sold 13,620 Plains All American Pipeline shares in Q4 2020, an estimated $82K.
Gryphon Financial Partners first reported a position in Plains All American Pipeline in Q4 2017 and held it in 12 quarters.
Gryphon Financial Partners's Plains All American Pipeline position peaked at $652K in Q3 2018.
349 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2020.

Based on Gryphon Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.